Milestone Planning Group

Comprehensive Retirement, Estate, and Business Planning

Carl A. Mitlehner, CFP®, MSFS, ChFC, CLU, LUTCF, RHU, REBC, CEBS, CDFA

Financial Services Specialist

Carl A. Mitlehner, a Certified Financial Planner® professional and holder of a Masters of Science Degree in Financial Services, provides sophisticated business, financial, and estate planning solutions for his clients.

Carl is committed to acting as your key trusted advisior and assists his clients comprehensively in areas such as asset management, capital preservation, retirement planning, educational planning strategies, risk management and insurance planning, estate planning strategies, wealth transfer and succession planning.

Working closely with Carl, together he and you can create a written plan to help get you where you want to be, and where you need to be.  Carl looks forward to the opportunity to join you and your family on this important journey.
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

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